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United Parcel Service
UPS

Overview Fund Activity

1,782 hedge funds and large institutions have $81.2B invested in United Parcel Service in 2020 Q3 according to their latest regulatory filings, with 236 funds opening new positions, 542 increasing their positions, 827 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,782
Holders Change
+155
Holders Change %
+9.53%
% of All Funds
36.05%
Holding in Top 10
104
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+89.09%
% of All Funds
2.1%
New
236
Increased
542
Reduced
827
Closed
67
Calls
$2.71B
Puts
$2.12B
Net Calls
+$587M
Net Calls Change
+$186M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$932M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$544M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$310M
4
TCM
Tybourne Capital Management
Hong Kong
+$204M
5
BP
BBR Partners
New York
+$171M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$417M
2
BlackRock
BlackRock
New York
-$344M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$342M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$231M
5
Charles Schwab
Charles Schwab
California
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
851
Caprock Group
Idaho
$2.06M -$755K -4,532 -27%
NC
852
NewSquare Capital
Pennsylvania
$2.06M -$913K -5,481 -31%
AIMCA
853
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.05M -$883K -5,300 -30%
WTC
854
WhitTier Trust Company
Nevada
$2.05M -$148K -888 -7%
GIP
855
Granite Investment Partners
California
$2.03M -$33.3K -200 -2%
PCA
856
Providence Capital Advisors
North Carolina
$2.02M -$837K -5,020 -29%
OFG
857
OmniStar Financial Group
North Carolina
$2.01M -$1.02M -6,143 -34%
SWM
858
Selective Wealth Management
Virginia
$2M – – –
EI
859
EDMP Inc
Florida
$2M -$47K -282 -2%
MAS
860
Managed Account Services
Florida
$1.98M – – –
TAM
861
Tocqueville Asset Management
New York
$1.98M +$20.3K +122 +1%
JIP
862
JBJ Investment Partners
South Carolina
$1.97M +$344K +2,061 +21%
GFA
863
Gifford Fong Associates
California
$1.97M – – –
LCM
864
Laurion Capital Management
New York
$1.97M +$950K +5,700 +93%
CWM
865
Cornerstone Wealth Management
Missouri
$1.96M -$15K -90 -0.8%
AWM
866
Altium Wealth Management
New York
$1.96M +$153K +917 +8%
ATPW
867
Ashton Thomas Private Wealth
Arizona
$1.96M -$552K -3,313 -22%
TA
868
Townsend & Associates
Colorado
$1.96M -$797K -4,561 -29%
CWM
869
Cordatus Wealth Management
Pennsylvania
$1.95M -$6K -36 -0.3%
HCM
870
Hutner Capital Management
Vermont
$1.95M +$267K +1,601 +16%
FHB
871
First Hawaiian Bank
Hawaii
$1.95M +$657K +3,940 +51%
CAM
872
Cresset Asset Management
Illinois
$1.95M +$25.8K +155 +1%
AF
873
Arrow Financial
New York
$1.95M -$17.5K -105 -0.9%
SWM
874
SeaCrest Wealth Management
New York
$1.94M +$712K +4,272 +58%
TCOV
875
Trust Company of Vermont
Vermont
$1.93M +$4.5K +27 +0.2%
33 34
35
36 37